Bluesky Wealth Advisors, LLC
● SEC registered since 2013CRD 116760SEC# 801-78583New Bern, NC
Reg. AUM
$1B
Employees
14
Accounts
1,716
Location
New Bern, NC
Bluesky Wealth Advisors, LLC assets under management
Bluesky Wealth Advisors, LLC is an SEC-registered investment adviser based in New Bern, NC. The firm has been registered since 2013. It reports $1 billion in regulatory assets under management and employs 14 people.
Bluesky Wealth Advisors, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aspen Standard Group, LLC Control | Member | Over 75% | 2026 |
| David Laurence Blain Control | Managing Member, Chief Compliance Officer, Chief Executive Officer | Under 5% | 1999 |
| Alpine Investors Ix-A Blocker Eg II, LLC Control | Partner | Over 75% | 2025 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Bluesky Wealth Advisors, LLC manage?
Bluesky Wealth Advisors, LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Bluesky Wealth Advisors, LLC have?
Bluesky Wealth Advisors, LLC reports 14 employees.
Where is Bluesky Wealth Advisors, LLC located?
Bluesky Wealth Advisors, LLC is based in New Bern, NC and has been SEC-registered since 2013.
Does Bluesky Wealth Advisors, LLC disclose fund performance?
Bluesky Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2131 S Glenburnie Road, Suite 8, New Bern, NC 28562 |
| Phone | 252-633-0107 |
| Fax | 704-255-1651 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1704107 |
| Discloses disciplinary history | No |
Regulatory AUM
$1B▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$1Bregulatory AUM
Discretionary $1B